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RB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAs
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

13 firms manage $50 billionMID Atlantic Trust

Open in the Atlas screener

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  1. 483
    Newedge AdvisorsNew Orleans, LA · 49,898 clientsWealth managerWrap sponsorHybridNewedge Securities, LLC
    Fidelity 36%LPL Financial 28%
    $43B
  2. 2974
    Expand Financial, LLC1,858 clientsAsset manager
    MID Atlantic Trust 44%Matrix Trust 44%
    $2.8B
  3. 4261
    Forusall31,237 clientsAsset manager
    MID Atlantic Trust 50%Fidelity Management Trust 26%Ascensus Trust 24%
    $1.5B
  4. 5644
    Fi401k AdvisorsCentennial, CO · 305 clientsAsset managerHybrid
    MID Atlantic Trust 47%Matrix Trust 28%Reliance Trust 25%
    $915M
  5. 7818
    Investors Asset Management of Georgia IncAtlanta, GA · 529 clientsWealth manager
    Schwab 64%
    $502M
  6. 8646
    Altamont Capital ManagementAsheville, NC · 163 clientsWealth manager
    Schwab 87%
    $412M
  7. 11335
    Smith BruerTallahassee, FL · 270 clientsWealth manager
    Schwab 73%
    $238M
  8. 12395
    Retirement Plan Fiduciaries, LLC51 clientsAsset manager
    MID Atlantic Trust 38%
    $193M
  9. 12631
    Hoffman Capital Advisors LLCCranberry TWP, PA · 370 clientsWealth managerWrap sponsorHybrid
    Fidelity 89%
    $185M
  10. 12638
    Jackson Avenue, LLC61 clientsAsset manager
    Empower Trust Company 51%MID Atlantic Trust 33%
    $185M
  11. 13086
    Focus 401 (k) Group, LLCAddison, TX · 27 clientsAsset manager
    Reliance Trust 47%
    $170M
  12. 15081
    Mussett Wealth Management, LLCRensselaer, NY · 103 clientsWealth manager
    Schwab 83%
    $110M
  13. 15486
    Saxon Securities LLCSAN Francisco, CA · 25 clientsAsset manager
    MID Atlantic Trust 85%
    $95M

RIAs by state